As a PM, I can plan procurement

Any work package can be outsourced under contract, or any other kind of agreement. This part of the project will be executed by a third party (contractor, other department, or other team) with their own resources. Make or buy decisions are key in project management because execution will be totally different in one case or the other.

PMPeople allows to connect any work package to a procurement project:

If the project manager (PM) is a Stakeholder (SH) of the procurement project, then PM can control procurement effectively. The procurement project can belong to another organization, another business unit, or the same business unit than the prime project.

Project managers, or any other management role (PMA, PMO, PfM, PgM), can plan procurement at PROCUREMENT > Contract Planning:

Procurement projects on the right panel can be added by clicking the “plus” icon [+]. They can be deleted by opening the details and clicking the “Delete” button.

A procurement is detailed as follows:

  • Contract Title: The name used for the procurement project
  • Description: A short description for the procurement project
  • Work Package: The work package under procurement.

Binding between the work package and the procurement project, if this project is also managed with PMPeople, can be done at PROCUREMENT > Connect Contractors: Project manager (PM) can bind the procurement to any project he has access as a Stakeholder (SH):

The Project manager (PM) can click the link at section [Access as a Stakeholder to:] to directly access the procurement project as a Stakeholder (SH).

Procurement details can also be read with the mobile application. Once they have entered any organization (for instance, DEMO PMPeople), they need to select the role Project Manager, then the project and finally, hit the menu option Procurement > Connect Contractors.

Mobile application allows direct access as a Stakeholder (SH) to the procurement project, following the link at section [Access as a Stakeholder to].

Frequently Asked Questions
Who can plan procurement in PMPeople?

Project Managers (PM) and other management roles (PMA, PMO, PfM, PgM) can plan procurement at PROCUREMENT > Contract Planning. If the PM is a Stakeholder (SH) of the procurement project they can also control it directly.

How do I connect a work package to a procurement project?

Add a procurement project from the right panel (click [+]) and specify Contract Title, Description and Work Package. To bind the work package to a procurement project that is also managed in PMPeople, use PROCUREMENT > Connect Contractors and select any project you have access to as a Stakeholder (SH).

Can I view and manage procurement from the mobile app?

Yes. In the mobile app, enter the organization (e.g., DEMO PMPeople), choose the Project Manager role, open the project and go to Procurement > Connect Contractors. Mobile also follows the Access as a Stakeholder link to open the procurement project directly.